DIGIT CRM · Customer relationships
The next step is written down… with a date and an owner
Calls, meetings and tasks on the customer and the deal, each with an owner, a date and an outcome.
Real screens from the system; names and figures are illustrative.
- Shown in a real screen
- Visible in the screenshot on this page.
- Shown in a demo
- Described in the company profile, shown in a demo session per edition.
- Depends on scope
- Depends on set-up, an integration or a service defined in scope.
Adapted from the DIGIT Corporate Profile 2026, page 25, 26
A follow-up that is not recorded did not happen
When activities are logged on the customer and the deal, the manager knows where each deal stopped and a covering rep knows what the customer was told.
- 01
Calls and meetings
With date and outcome.
- 02
Dated tasks
The next step with an owner and a due date.
- 03
Customer timeline
Every activity appears on the customer timeline.
From one activity to the next step
The rep’s daily loop.
- Step 1:
Schedule the next action
- Record
Task- Owner
- Sales rep
- State
- Due
- Output
- A date and an owner
- Step 2:
Do it
- Record
- Call or meeting
- Owner
- Sales rep
- State
- Done
- Output
- A recorded outcome
- Step 3:
Next step
- Record
- New task
- Owner
- Sales rep
- State
- Due
- Output
- The deal never sits without an action
- Step 4:
Escalate
- Record
- Overdue follow-up
- Owner
- Sales manager
- State
- Overdue
- Output
- Manager steps in
Activity records
What builds the customer record.
Calls
CallsWho called, when and the outcome.
Shown in a real screenMeetings
MeetingsAttendees, topic and decision.
Shown in a demoTasks
TasksAction, due date and owner.
Shown in a real screenOverdue and due today
Two counters on the manager workbench.
Shown in a real screenSchedule the next action
A direct action from the manager workbench.
Shown in a real screen
Follow-up questions
What the manager checks daily.
Who has the most overdue follow-ups?
Overdue by owner.
- Source
- Tasks
- Decided by
- Sales manager
What was the customer told last time?
The last activity on the timeline.
- Source
- Customer timeline
- Decided by
- Sales rep
Depending on scope
Channels that need a link.
Email and calendar sync
Depends on scopeDepends on your email provider and is scoped as an integration.
Telephony and WhatsApp
Depends on scopeAny link to communication channels is a separate scope.
Connected to
Activities feed every area.
Next step
See this process on a scenario close to your work
A short discovery session to define what your company needs, then we show the screens available in your edition and explain what needs set-up.
DIGIT · Our customers
Success stories
More than 200 Saudi businesses across contracting, real estate, trading, services and training chose Digit.
DIGIT · Activities, Tasks & Communication